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IVVIVV
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in ISHARES CORE S&P 500 ETF

Corient Private Wealth LP holds 4.7M shares of IVV (ISHARES CORE S&P 500 ETF), worth $3.5B as of 2026-Q2. The position was increased (+3.5% shares). IVV represents 4.5% of Corient Private Wealth LP's portfolio.

Current Value

$3.5B

Current Shares

4.7M

Total Value Change

+$3.2B

Total Shares Change

+3.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.7M
+3.5%
$3.5B4.5%$748.89
61
2026-Q1
Decreased
4.6M
-78.7%
$2.8B4.0%$651.46
0
2025-Q4
Increased
21.5M
+517.4%
$5.4B3.6%$681.29
94
2025-Q3
Increased
3.5M
+15.3%
$2.1B3.3%$663.39
67
2025-Q2
Decreased
3M
-41.4%
$2.4B3.2%$613.57
0
2025-Q1
Increased
5.1M
+120.0%
$2.9B4.7%$553.53
94
2024-Q4
Decreased
2.3M
-5.7%
$1.2B2.0%$578.12
0
2024-Q3
Increased
2.5M
+86.8%
$1.4B2.2%$564.49
85
2024-Q2
Decreased
1.3M
-17.1%
$725.3M1.3%$536.31
0
2024-Q1
Increased
1.6M
+22.3%
$841.7M1.5%$513.70
60
2023-Q4
Decreased
1.3M
-14.5%
$625.2M1.1%$465.22
0
2023-Q3
Increased
1.5M
+43.0%
$549.5M1.3%$416.59
67
2023-Q2
Increased
1.1M
+7.2%
$477.2M1.1%$428.12
53
2023-Q1
Increased
998,675
+5.8%
$410.5M1.1%$393.63
52
2022-Q4
New
944,339
-
$374.6M1.4%$368.33
71

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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